SOP 166: Set up lead tracking in Google Analytics 4
Starts tracking leads sign up on the conversion report in Google Analytics 4
Last Updated / Reviewed: 07/30/2024
Execution Time: 5 Mins
🚀 Goal: Successfully track lead sign ups in Google Analytics 4.
🤞 Ideal Outcome: Starts tracking leads sign up on the conversion report in Google Analytics 4.
🤔 Why this is important: Set up lead generation tracking on Google Analytics so you can track leads generated from your blog, landing page, or any of your lead generation campaigns.
🧐 Where this is done Google Analytics.
🗓️ When this is done: After you’ve set up a lead generation page on your website.
👨 Who does this: Marketing Manager, marketing consultant, or any person responsible for marketing strategy for your business.
__⚠️Prerequisites or requirements: __You need to have an existing Google Analytics 4 account. If you don’t have one, follow SOP 163 (web version) here and create one.
Click here to get the most up-to-date version of this SOP
Before you start
This SOP assumes that you have a thank-you page after a lead signs up. A Thank-You page is a page where the users are redirected to after successfully signing up as a lead.
If you don’t have a thank-you page for lead sign up, you may want to look at SOP 169 (web version) on how to set up and track form submission events instead.
Set up a conversion event for each lead generated
01▸ Login to your Google Analytics account.
02▸ Click "Admin" from the bottom corner and select “Events”.
03▸ Click “Create event”
04▸ In the next screen, click “Create” to create a custom event.
05▸ In the event configuration page, set the following details:
Custom event name — Use one of Google’s recommended event names for lead generation, in this case it’s “generate_lead”.
Matching conditions:
Set event_name — equals — Page_view
Set page_location — contains — [URL of the thank-you page]
06▸ Once completed, click “Create”.
07▸ Click the “Cancel” button to head back to the events page.
08▸ Head to the “Conversion” tab and click “New conversion event”.
09▸ Set the new conversion the same (recommended) name that’s used in step 5. Then click “Save”.
10▸ Make sure the “generate_lead” event is marked as conversion so it will show up in the conversion report when it starts recording.
That’s it! You’ve now set up lead tracking in your Google Analytics 4 account.